ConnectedFi

Universal Broker Portal

With all your brokers using the same system, you can say goodbye to messy documents and incomplete data.

Realtime Updates

Always work from the most up-to-date information. When a broker changes a proposal, adds a new files, or updates missing information, your team will be notified, instantly.

Actionable Insights

Quickly anticipate new trends with our analytics dashboard. Benchmark your performance against the industry and discover opportunities within your broker network.

Integrated communications with your brokers Less back-and-forth to chase missing data.
Never lose time or resources working from old deal data Work from the most recent dataset for a proposal, including proposal attachments through a deal room dedicated to you and that Deal ID
Track your relationships Analytics to understand the health of your origination channels and relationships with brokers
Make compliance a priority The cradle-to-grave relationship on a deal and what was communicated to the customer is at your fingertips.

I used to spend 2 hours copying and pasting my data between 2 monitors. Now I can put a deal together within 5 min and not worry about making mistakes.

-CONNECTEDFI USER

Ready to see how it works?

We can tell you all about cost savings, time savings, and increased efficiency all day, but we’d rather let you try us out first.

Click below and we’ll get you set-up in our sandbox so you can see firsthand how ConnectedFi can strengthen your ecosystem and help you close more deals in less time.

Request a Demo

Your deals. Your brokers. All in one place.

Brokers can share deals with you instantly, and you’ll receive professional proposals and supporting documents all in one place.

Universal Broker Portal

Realtime Updates

Actionable Insights

Ready to see how it works?